Operations Associate, Wealth

D&D Insurance Agency Inc

Not specified; not specified; competitive compensa...
**
2-4 years relevant experience
Microsoft office suite proficiency
High school degree or equivalent
** D&D Insurance Agency Inc is seeking an Operations Associate to manage client inquiries and support services in the wealth sector. The ideal candidate will have strong customer service experience, excellent communication skills, and proficiency in Microsoft Office, particularly Excel. **

Job Summary

  • This client-centric position requires managing inquiries via phone, email, and fax while researching doctors and prescriptions.
  • The role involves fostering positive relationships with clients, updating the CSR database, and advocating for clients during service challenges.
  • Integrity offers a competitive compensation package and a family-like culture focused on protecting life, health, and wealth.

Matching Summary

Match Score: 75

** D&D Insurance Agency Inc is seeking an Operations Associate to manage client inquiries and support services in the wealth sector. The ideal candidate will have strong customer service experience, excellent communication skills, and proficiency in Microsoft Office, particularly Excel. **

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • 2-4 years relevant experience
  • Microsoft Office suite proficiency
  • High school degree or equivalent

Nice-to-have

  • Ability to multitask in fast-paced environment
  • Excellent communication skills
  • Attention to detail

Key Requirements

  • High School degree or equivalent
  • 2-4 years of relevant experience
  • Prior customer service or administrative experience

Work Rights

Not specified

Tailored Resume

Cover Letter